Portfolio Manager, Investment Advisor
Toll Free: 1800-661-7423
800 Manulife Place
10180 - 101 Street
Bachelor of Arts in Economics, University of Alberta, Edmonton, Canada
I work hard to ensure my clients portfolios are properly positioned to suit the investment climate. Step one is to listen to individual needs. Step two it to build a portfolio. Step three is to monitor the portfolio and make changes as opportunities arise.
One of the key elements of managing my clients investments is to have a clearly defined business plan that outlines investment goals. Each client has unique circumstances and we help clients determine the objectives of their portfolio. We educate clients on markets and risk involved in various asset classes to determine their own specific risk tolerance.
Our role is to recommend investments that are consistent with your long term goals and objectives. We revisit the plan periodically to make sure that we are adhering to what we have outlined.
At BMO Nesbitt Burns we take a great deal of pride in our customized approach to designing a portfolio that meets your specific needs.
I will work with you to tailor your portfolio to reflect your investment objectives and risk tolerance. I give you the ability to be on holidays and be assured that your investments are being properly cared for.
I strive to provide you with service that is professional yet personal. Client meetings are used to review portfolio performance and to evaluate any changes in order to ensure that your investment objectives still coincide with your goals.
I work hard to earn your trust and once earned I work twice as hard to keep it. I am dedicated to providing you with the service you deserve. I am always available to give you ongoing advice and to answer any questions or concerns you may have regarding your accounts. As your circumstances change I will adjust your portfolio to match your changing investment needs.
Contact me today to find out how I can help you.